Mutual Advisors »

Simplify Exchange Traded Fun shares owned by Mutual Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (RFIX) shares owned by Mutual Advisors from 13F filings

Historical chart of Mutual Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 24k 43.47

More positions owned by Mutual Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Mutual Advisors

Top funds holding Simplify Exchange Traded Fun

Jane Street
True Wealth Design
Fluent Financial
Simplify Asset Management
Prosperity Wealth Management
Mutual Advisors
Private Client Services
Intrepid Family Office
Mount Lucas Management Corporation
Principal Securities
Envestnet Asset Management
Old Mission Capital
GK Wealth Management
Cove Street Capital
Ancora Advisors

View all funds holding Simplify Exchange Traded Fun